Spend Less Time and Money By Using Web Conferencing
When time is money, anything that can lessen the time it takes you to accomplish a task, like scheduling and holding client meetings, is worth investigating. Long client meetings are difficult to schedule, especially for busy high-net-worth clients. Long client meetings often present too much information, leading to ineffective decision making. And client meetings of […]
What Is Your Elevator Pitch?
But, just like you need a specific screwdriver for a particular screw, you need more than one elevator pitch. Anyone can and will ask you what you do: that Fortune 500 CEO, a stranger sitting next to you on a plane, your kid’s soccer coach. Just like you pick your screwdriver based on the screw, […]
What Is And What Is Not Included In The DOL Rule
The DOL fiduciary rule, which requires financial advisors to act in the best interests of their clients in retirement accounts, is set to be implemented April 20. Proponents of the rule say it will protect middle class workers and retirees from inappropriate high-fee investments that erode savings. However, financial industry lobbyists are pressing newly-elected president […]